--- description: Detaillierte Informationen über SmartVault zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartVault Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Dokumentenmanagementsysteme](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.com.de/software/82811/smartvault Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/82811/smartvault?page=2) > Mit SmartVault ist es einfach, Dokumente mit einer einzigen integrierten Dokumentenmanagement- und Kundenportallösung zu erfassen, zu verwalten und zu teilen. > > Bewertung: **4.3/5** von 137 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet SmartVault? Wirtschaftsprüfer, Buchhalter, Steuerberater und alle, die nach sicheren Dokumentenmanagement und sicherer Dateifreigabe suchen. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.3/5** | 137 Nutzerbewertungen | | Bedienkomfort | 4.2/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.1/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.0/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: SmartVault - **Region**: Houston, USA - **Gegründet**: 2008 ## Gewerblicher Kontext - **Startpreis**: 70,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - API - Anpassbare Vorlagen - Archivierung & Aufbewahrung - Aufgabenmanagement - Automatisierung von Geschäftsprozessen - Compliance Management - Compliance-Verfolgung - Content-Management - Document Capture - Dokumentenklassifizierung - Dokumentenmanagement - Dokumentenspeicher - Drag-and-Drop - Elektronische Unterschrift - Filesharing - Formularverwaltung - Für Juristen - Kontrolle des Genehmigungsprozesses - Kundenportal - Kundenspezifisches Branding - Mobiler Zugriff - Rollen-basierte Genehmigung - Suchen / filtern - Third-Party Integrations - Verschlüsselung - Versionskontrolle - Vertrags-/Lizenz-Management - Volltextsuche - Werkzeuge zur Zusammenarbeit - Workflow-Konfiguration - Workflow-Management - Zugriffskontrollen / Berechtigungen ## Integrationen (20 insgesamt) - Acctivate Inventory Management - Docusign - Docusign CLM - Emburse Nexonia - FreshBooks - Hubdoc - Intuit ProConnect Tax - Lacerte Tax - LedgerSync - Liscio - Method CRM - Microsoft Outlook - ProSeries Tax - QuickBooks Online - Rightworks Connect ... und 5 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Dokumentenmanagementsysteme](https://www.capterra.com.de/directory/30063/document-management/software) ## Ähnliche Kategorien - [Dokumentenmanagementsysteme](https://www.capterra.com.de/directory/30063/document-management/software) - [Filesharing Programme](https://www.capterra.com.de/directory/30909/file-sharing/software) - [Portal-Software](https://www.capterra.com.de/directory/14/portal/software) - [Workflow Management Systeme](https://www.capterra.com.de/directory/30091/workflow-management/software) - [Legal-Document-Management-Software](https://www.capterra.com.de/directory/10049/legal-document-management/software) ## Alternativen 1. [Google Drive](https://www.capterra.com.de/software/161425/drive) — 4.8/5 (28450 reviews) 2. [Google Docs](https://www.capterra.com.de/software/160756/google-docs) — 4.7/5 (28856 reviews) 3. [Google Workspace](https://www.capterra.com.de/software/168389/google-workspace) — 4.7/5 (17519 reviews) 4. [OneDrive](https://www.capterra.com.de/software/161304/onedrive) — 4.5/5 (12662 reviews) 5. [Microsoft 365](https://www.capterra.com.de/software/58688/microsoft-365) — 4.6/5 (14053 reviews) ## Nutzerbewertungen ### "Comprehensive Document Management Solution" — 5.0/5 > **Sebastian** | *27. September 2024* | Pharmazeutika | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: SmartVault's most notable feature is the protection of your most valuable information. Data encryption and access controls guarantee the protection of your sensitive information. > > **Nachteile**: There are no negative aspects of this platform that I can identify. > > SmartVault helps me organize, store, and protect all my sales and customer documents in one place. This allows my team to access the information they need quickly, increasing our productivity. ----- ### "Wouldn't use anything else" — 5.0/5 > **Christos** | *30. Juli 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Possibly the most seamless cloud-based solution for accountants. There are a few ways to work with SmartVault depending on your circumstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC. SmartVault Portal You can use the portal in a web browser, this is fantastic if you are on the move and away from your usual machine when you need to access documents and all you need is an internet connection. Connected Desktop This would be used from your PC, this is where you can do tasks such as sending password protected documents, links to documents, or get documents signed by clients. SmartVault Drive This is simply a mapped drive from the cloud to your PC, it is so simple to use, where you can access files drag and drop documents in seconds. One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data. > > **Nachteile**: Only con I have found, when getting documents signed by DocuSign using SmartVault, if you select one document to sign, then drag and drop other documents, only the original selected documents get updated in SmartVault, and then you have to update the signed documents manually via drag and drop. > > We are operating a paperless office and everything in the cloud, this is eco friendly as paper waste is minimal. Also all data is securely stored in a cloud so we do not have to worry about backups . ----- ### "An OK portal, if you only want a portal" — 3.0/5 > **Russell** | *28. Mai 2021* | Buchhaltung | Empfehlungsbewertung: 5.0/10 > > **Vorteile**: It integrates with Lacerte fairly smoothly. SV drive and SV connected desktop facilitate working with the files on my local workstation, which is a feature that many cloud based DMS solutions lack. Always having my documents available from wherever I am. > > **Nachteile**: They did not meaningfully improve the product at all while I was using it between 2013 and 2019. The product was literally almost exactly the same when I started using it and when I stopped. Also, their iOS app is, to put it generously, pathetic - and was never updated to fix the many glaring problems with it. Chief among those is that from day one the search function in the app is completely useless, meaning that I have to scroll through many nested folders to find each file I want, every time. > > They are a competent client portal with a price on the lower end of the spectrum. However, after 6+ years the product was quite stale so I decided to switch to a more agile portal vendor who is actually spending time and money to improve and develop their product. ----- ### "Reliable and Secure" — 5.0/5 > **Dawn** | *14. November 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I love that SmartVault can integrate with other software applications I use. The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure. > > **Nachteile**: The website times out too often. Maybe I am not aware of being able to extend the time-out but that is definitely something that needs to improve. I also would like to see improvements in the mobile application. > > I love the integrations. I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients. ----- ### "Easy and secure" — 5.0/5 > **Renee** | *19. November 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Security is the number one feature. SmartVault is easy to use and secure. Clients find it easy to use. Integration is Outlook works great. > > **Nachteile**: A function to email a third party a document without them having an account would be great. Maybe it is there and I don't know how to use it. > > SmartVault is easy to use and secure. The price point is great. Clients find it easy to use. I really like the integration with Outlook. I can easily email links to documents, which makes SmartVault even easier for clients. It is secure, and that is very important to me. Access to files anytime and anywhere is also important. Customizable folders is an added benefit. Each year I get more clients using it. I will use it as long as am in practice. I have no need to shop for anything else. ----- Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/82811/smartvault?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/82811/smartvault) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | ----- ## Strukturierte Daten